Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments FDM Index 2040 IPR in their Schedule of Assets, totaling $941K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIVE STAR CREDIT UNION FIVE STAR CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | DOTHAN AL | 235 | $13.3M | $708K |
| 2 | HOSPICE OF TUSCARAWAS COUNTY, INC. HOSPICE OF TUSCARAWAS COUNTY RETIREMENT PLAN | NEW PHILADELPHIA OH | 126 | $4.1M | $233K |
